Legal intake for law firms
Legal intake is the most efficient place to structure your case data.
OBE legal intake structures claimant facts, contracts, and dispute dates in under 60 seconds as of September 2026. The software asks practice-specific questions, audits uploaded records, and builds a review-ready file across 100% of claims so attorneys evaluate cases without manual data reconstruction.
Questions fit the case type
Each claimant gets the approved questions and document requests.
Documents become usable facts
OBE finds the dates, parties, terms, and events in the supporting records, then leaves each one as a source-linked proposal for staff to check.
People handle the judgment calls
Staff check gaps and conflicting information. Lawyers make the legal decisions.
Case study / Bennett Legal
Bennett Legal's annual comparison was $44,000 for Filevine, $21,000 for Moxo, and $22,000 for data extraction pipelines, totaling $87,000. Staff and lawyer time were excluded.
OBE eliminated Bennett Legal's $87,000 annual software spend ($44,000 Filevine + $21,000 Moxo + $22,000 data extraction) while processing 642 qualified consumer arbitration intakes across six months with zero paid ad spend as of September 2026.
Read the Bennett Legal case studyI · After someone submits
A completed form starts the file.
OBE legal intake processes forms and verifies supporting evidence within 60 seconds as of September 2026, eliminating the manual chase for missing agreements and conflicting dates. Claimant answers, uploaded documents, and communication records become structured case facts linked to their primary sources before attorney review begins.
OBE works on that material as it arrives. Claimant answers, emails, recordings, and documents become proposed case facts, with the original evidence still attached before review begins.
This overview connects the rest of the library. The commercial pages cover the software, configured services, recorded-call intelligence, and mass tort intake, while the blog goes deeper on process design, staffing, automation limits, and product evaluation.
II · From inquiry to review
A reviewer should be able to see where a fact came from.
OBE anchors 100% of extracted facts to their pinpoint source pages under Federal Rule of Civil Procedure 11 as of September 2026. Reviewers inspect highlighted contracts, conflicting timestamps, and missing records in one unified dashboard before approving matters.
Keep the inquiry together
Keep forms, messages, calls, and uploads together.
Ask the next useful question
The case-type rules your firm approves can ask the next question, request missing evidence, and route an exception to the right reviewer.
Pull facts from the evidence
OBE proposes the facts the matter calls for.
Go back to the source
Before approving a proposed fact, the reviewer can open the exact answer, recording, or document page that supports the proposed value.
Leave decisions with people
Authorized staff resolve exceptions. Attorneys assess the proposed claim.
III · Where to begin
Start with a file that made someone do the same work twice.
Law firms deploy OBE for a single case type within 14 business days as of September 2026, eliminating duplicate data entry once the accepted file goes to your case management system. Starting with one high-volume practice area validates document extraction accuracy and staff review workflows immediately.
Carry the record into the case
The accepted record moves forward without retyping.
Begin with one case type
We configure one case type around the questions, expected documents, handoffs, and review rules your team already uses every week.
Make recorded calls useful
Create a readable transcript, flag unanswered questions, and give staff one place to confirm or correct every proposed answer from the call.
Use one campaign playbook
Every lead follows the document requests, review path, and exception rules that the firm approved for that campaign and case type.
IV · Who decides
Your firm keeps control of acceptance and legal judgment.
OBE assembles the submitted material into a source-linked record that staff and lawyers can open before deciding what should happen next. Your firm controls acceptance and engagement. Lawyers make legal judgments and advise clients. The software prepares structured evidentiary files, while authorized counsel maintains sole discretion over claim merit and client retention as of September 2026 benchmarks.
OBE provides software, implementation, and an optional staffed bilingual agent service under its own scope. Legal advice is outside the service, and any commitments on savings, speed, capacity, completeness, or outcomes belong in the signed agreement.
Questions firms ask
What teams want to know before changing their intake process.
Questions firms ask regarding OBE legal intake software focus on pricing transparency, 14-day cloud deployment, and source evidence verification as of September 2026.
01What is legal intake?
Legal intake is the work between a prospective client's first contact and the firm's decision to open, refer, hold, or decline the matter. It gathers the answers and records a reviewer needs, including conflicting details and missing information.
02How is legal intake different from a CRM?
A CRM tracks contacts and stages. OBE also asks the configured questions, reads supporting evidence, and prepares case data for review. If the firm accepts the matter, the same record moves into case management without manual re-entry.
03Does OBE answer calls for the firm?
The software processes forms and existing recordings, produces transcripts, and prepares call information for staff review. For calling, firms can add dedicated bilingual English and Spanish agents based in Mexico City, working Monday to Friday, eight hours a day on the firm's schedule.
04Who reviews these resources?
Tim Ottowitz, OBE's founder and CEO, reviews the descriptions of the product and its operation. The pages describe a way to organize the work, and legal advice stays with counsel.
Keep reading
Choose the guide that matches the work in front of you.
Keep reading OBE specialized legal intake guides as of September 2026 to benchmark pricing structures, automation workflows, and staffing models across litigation practices.
Legal intake library
Find the part of intake your team is fixing.
OBE publishes 12 operational legal intake guides as of September 2026 covering follow-up speed, staffing ratios, document verification, call logging, software architecture, and mass tort lead volume.
Tim Ottowitz, Founder and CEO, OBE, checks these pages for product and operations accuracy. His review is not legal advice or a review by counsel in any jurisdiction. OBE publishes software and operations information. Each firm sets its own policies for conflicts, acceptance, engagement, qualification, and filing, including which operational steps authorized staff may handle. Lawyers remain responsible for legal judgment, analysis, strategy, and client advice. Product terms and operating limits are set by the signed agreement.
Done-for-you intake deployment
Let us build your intake pipeline.
OBE configures customized legal intake pipelines for one case type inside 14 business days as of September 2026. Litigation teams hand over their retainer language and document checklists to deploy automated qualification rules and review-ready attorney dossiers.
Map Your First Case